- Manage a portfolio of clients, including professionals, entrepreneurs, and high-net-worth individuals, with a focus on long-term relationship building
- Conduct regular check-ins and review meetings with clients to discuss portfolio performance and provide updates
- Maintain ongoing communication with clients through calls, messages, and digital channels to ensure engagement and satisfaction
- Drive growth by encouraging clients to increase their investment contributions
- Share curated insights, research, and investment recommendations from the internal advisory team
Requirements
- MBA graduate is a must and coming from a reputable university is preferred
- Strong interpersonal and communication skills
- Previous experience in sales, account management, or client servicing is an advantage
- Willingness to work full-time onsite at the company’s office
Skills Required
- MBA graduate
- Degree from reputable university
- Strong interpersonal and communication skills
- Previous experience in sales, account management, or client servicing
- Willingness to work full-time onsite at the company's office
What We Do
Founded in 2019, Ajaib is a rapidly growing investment platform in Indonesia. It offers financial technology services such as stock trading, mutual funds, and coins. The simplicity of investing through Ajaib inspired our name, which means "magic," as we aim to disrupt the financial industry magically. Our goal is to make stock trading accessible to millennials with our mobile-first approach, low fees, and user-friendly interface. Ajaib has become Indonesia's first fully online stock brokerage, with no offline brokers or branches. Trusted by over 3 million customers, we are the fastest-growing investment startup in Southeast Asia. Backed by top investors like DST Global, Horizons Ventures, and Alpha JWC Ventures, we proudly became Indonesia's first investment fintech unicorn.
